Zuma Wealth offers investment management and financial planning services, which together are called Wealth Management Services. For investment management, Zuma Wealth creates and manages portfolios based on clients' individual needs and goals. They primarily advise on stocks, bonds, mutual funds, ETFs, and government securities. Zuma Wealth also provides financial plans that cover areas like net worth, cash flow, retirement, insurance, investments, and estate planning. They also offer educational seminars at no charge.
Assets Under Management$40M
Clients29
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$40M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.90% |
| $7M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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